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M
If every overhyped technology that was going to be a game changer was called fraud after failing to deliver, we would need about 1000...
Nov 3, 2025
M
Intel has not laid off 20K employees since LBT. Intel has divested from Altera and other groups as well.
I believe Intel headcount, not...
Nov 3, 2025
M
Is Intel no longer trying to sign customers onto 18A? Yes, it's delayed, but I can't imagine companies aren't looking to second source...
Nov 3, 2025
M
The lack of IFS clients was due to the PDK and Intel's lack of customer collaboration. Lip-Bu will not make this mistake. Lip-Bu knows...
Nov 3, 2025
M
100% agree. well said ....But now we need to see the 18A financials what Intel can afford to do.
Nov 3, 2025
In a new interview on 60 Minutes, President Donald Trump declared that China and other foreign nations would be barred from accessing...
Nov 3, 2025
Couple things on this:
As as consultant, I always had NDAs with Client. I had NDA clients who I was doing business development for. the...
Nov 3, 2025
I can't find any name for Substrate's board of directors so I can't make any comments.
Until recent years, I didn’t realize how out of...
Nov 3, 2025
M
It works, people looked at it, decided not to use it. They like TSMC....
TSMC is not out of capacity or limiting customers.....
Nov 3, 2025
M
Couple things on this:
As as consultant, I always had NDAs with Client. I had NDA clients who I was doing business development for. the...
Nov 3, 2025
The lack of IFS clients was due to the PDK and Intel's lack of customer collaboration. Lip-Bu will not make this mistake. Lip-Bu knows...
Nov 3, 2025
S
I'd contend that Intel knows a thing or two about failure.
Kidding aside there is a massive target on the back of ASML right now, and...
Nov 3, 2025
I'd contend that Intel knows a thing or two about failure.
Kidding aside there is a massive target on the back of ASML right now, and...
Nov 3, 2025
Are Adam Neumann and Elizabeth Holmes on the board of directors for Substrate?
Nov 3, 2025
It’s common for companies or individuals to try to influence the tone and direction of reporting. But ultimately, the authors must put...
Nov 3, 2025